Financial Representative - Pasadena, CA
Company: Fidelity Investments
Posted on: September 18, 2023
Job Description:Financial Representative
We believe that as a Financial Representative, you make a key
impact on the branch atmosphere, as the official face of Fidelity.
Through integrity and honesty, we know you will inspire client
dedication and engagement to develop long-lasting positive
relationships with Fidelity.
The Expertise We re Looking For
- Customer service, phone, or financial services experience will
prepare you for this role
- Banking, insurance, or financial experience is an excellent
addition to your experience
- We will support you while you learn the FINRA licensing
material and work to obtain the Series 7 and 63 licenses
- Degree and/or other professional certifications are helpful; if
you don t already have a CFP or degree, our Tuition Reimbursement
program can help you obtain one
The Purpose of Your RoleIt is our mission for the Financial
Representative to have rewarding interactions with clients. As a
subject matter specialist in compliance and all front lobby
transactions, you will partner and contribute to branch success by
identifying opportunities to deepen relationships.
The Skills You Bring
- Superb interpersonal skills and passion to engage with
- An aptitude to assess client needs and identify
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable, collaborative, and curious are your 'go to'
Our Investments in YouFidelity s greatest advantage is our people,
and we believe it is important to approach life holistically. We
offer a competitive total rewards package, including a stable base
salary, to recognize associate achievements. And our\u202Fbenefit
programs\u202Fare designed to help you and your family strike the
right balance.\u00A0 We offer training in-branch, regionally,
nationally, and virtually to help you with all aspects of your
business. You will not fail due to a lack of training or
onboarding!The Value You Deliver
- A key member of the team, you are offering support to Fidelity
s most valuable clients daily
- By identifying leads and making effective introductions, you
are directly impacting the success of the branch
- Your efforts will be valued by clients and you will find
working with those clients a rewarding experience
- As a technology champion for the branch, you will be an early
adopter of technology and share what you have learned with the
The base salary range for this position is $45,000 - $75,000 per
year. \u00A0Placement in the range will vary based on job
responsibilities and scope, geographic location, candidate s
relevant experience, and other factors.
Base salary is only part of the total compensation package.
Depending on the position and eligibility requirements, the offer
package may also include bonus or other variable compensation.
\u00A0\u00A0We offer a wide range of benefits to meet your evolving
needs and help you live your best life at work and at home.
\u00A0These benefits include comprehensive health care coverage and
emotional well-being support, market-leading retirement, generous
paid time off and parental leave, charitable giving employee match
program, and educational assistance including student loan
repayment, tuition reimbursement, and learning resources to develop
your career. \u00A0Note, the application window closes when the
position is filled or unposted.Certifications:Series 07 - FINRA
Company OverviewFidelity Investments is a privately held company
with a mission -to strengthen the financial well-being of our
clients. -We help people invest and plan for their future. We
assist companies and non-profit organizations in delivering
benefits to their employees. And we provide institutions and
independent advisors with investment and technology solutions to
help invest their own clients' money.Join UsAt Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a -, we have been recognized by our employees as a
Best Place to Work in 2023. And you don't need a finance background
to succeed at Fidelity-we offer a range of opportunities for
learning so you can build the career you've always imagined.At
Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we re calling \u201C\u201D. Most associates
will have a hybrid schedule with a requirement to work onsite at a
Fidelity work location for at least one week, 5 consecutive days,
every four weeks. These requirements are subject to change.We
invite you to -Find Your Fidelity -at -.Fidelity Investments is an
equal opportunity employer. We believe that the most effective way
to attract, develop and retain a diverse workforce is to build an
enduring culture of inclusion and belonging.Fidelity will
reasonably accommodate applicants with disabilities who need
adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to -, or by calling
800-835-5099, prompt 2, option 3.At Fidelity, we value honesty,
integrity, and the safety of our associates and customers within a
heavily regulated industry. Certain roles may require candidates to
go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go
through a background investigation and may be asked to provide
additional documentation as requested. This investigation includes
but is not limited to a criminal, civil litigations and regulatory
review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine.
Keywords: Fidelity Investments, Pasadena , Financial Representative - Pasadena, CA, Accounting, Auditing , Pasadena, California
Didn't find what you're looking for? Search again!